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iShares US Real Estate ETF
IYR

416 hedge funds and large institutions have $2.88B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 177 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.87B → $2.88B (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

5.21% less ownership

Funds ownership: 93.77% → 88.56% (-5.2%)

7% less funds holding

Funds holding: 447 → 416 (-31)

36% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 78

44% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 177

46% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.7B

Holders
416
Holders Change
-31
Holders Change %
-6.94%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
50
Increased
99
Reduced
177
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M

Top Buyers

Rank Fund Capital Flow
1
PP
Paloma Partners
Connecticut
+$79.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$37.3M
3
Wolverine Trading
Wolverine Trading
Illinois
+$34.4M
4
Citigroup
Citigroup
New York
+$30M
5
CCM
Candlestick Capital Management
Connecticut
+$24.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$164M
2
BlackRock
BlackRock
New York
-$71.7M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$63M
4
CS
Credit Suisse
Switzerland
-$59M
5
JP Morgan Chase
JP Morgan Chase
New York
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
401
AUA Capital Management
Pennsylvania
$8K – – –
HI
402
Human Investing
Oregon
$8K – – –
TFGT
403
TS Financial Group (TSFG)
Illinois
$8K – – –
TF
404
TimeScale Financial
Massachusetts
$7K -$3.41K -45 -34%
IBOK
405
Independence Bank of Kentucky
Kentucky
$7K – – –
WT
406
Whittier Trust
California
$7K – – –
RIM
407
Rockbridge Investment Management
New York
$6K +$6.06K +80 New
IA
408
Independence Advisors
Pennsylvania
$5K – – –
NC
409
NewSquare Capital
Pennsylvania
$5K – – –
OC
410
Oakworth Capital
Alabama
$5K +$4.7K +62 New
FFC
411
First Financial Corp
Indiana
$3K +$2.58K +34 New
JG
412
Jefferies Group
New York
$2.36K -$5.16M -68,100 -69%
PCG
413
Private Capital Group
Connecticut
$2K – – –
AF
414
Allworth Financial
California
$1K – – –
CFA
415
Carroll Financial Associates
North Carolina
$1K – – –
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
TFA
417
Transamerica Financial Advisors
Florida
$1K +$76 +1 New
APWA
418
Atlas Private Wealth Advisors
New Jersey
$1K +$1.14K +15 New
GA
419
Geller Advisors
New York
– -$9.04M -129,939 Closed
Millennium Management
420
Millennium Management
New York
– -$9.18M -121,171 Closed
D.E. Shaw & Co
421
D.E. Shaw & Co
New York
– -$6.31M -90,728 Closed
XS
422
XR Securities
Illinois
– -$5.15M -73,966 Closed
Principal Financial Group
423
Principal Financial Group
Iowa
– -$4.81M -69,094 Closed
HC
424
HNP Capital
New York
– -$4.04M -56,086 Closed
BAM
425
Belpointe Asset Management
Nevada
– -$2.16M -31,026 Closed
15 16
17
18 19

IYR Hedge Fund Activity: Q2 2020 in Review

416 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Real Estate ETF (IYR) for Q2 2020, worth a combined $2.88B — up 0.1% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IYR and 50 opened new positions — a net loss of 28 holders — while 177 trimmed existing stakes and 99 added.

The largest buyer was Paloma Partners, adding an estimated $79.2M. The largest seller was Bank of America, cutting an estimated $164M.

  • 416 institutional investors held iShares US Real Estate ETF (IYR) as of Q2 2020, down from 447 in Q1 2020.
  • Funds reported $2.88B of iShares US Real Estate ETF stock for Q2 2020, up 0.1% quarter-over-quarter.
  • 50 funds opened new iShares US Real Estate ETF positions in Q2 2020 and 78 closed out, a net change of -28 holders.
  • The largest iShares US Real Estate ETF buyer in Q2 2020 was Paloma Partners, an estimated $79.2M added.
  • The largest iShares US Real Estate ETF seller in Q2 2020 was Bank of America, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.